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Other Forms of Worker Ownership
Loren Rodgers
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Employee stock ownership plans (ESOPs)• Company-funded retirement benefit• Employees do not pay• Trust owns shares• Can own any portion of the company• Tax incentives for seller, company, employees• Substantial regulation
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Equity compensation plans• Includes stock options, restricted stock, stock
purchase plans, and many more• Tax qualified and non-qualified• Type A: The “Silicon Valley” start-up model• Type B: Public companies
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Other forms• Limited liability companies• Company stock in retirement plans• Direct ownership
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www.ESOPinfo.org
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www.ESOPinfo.org
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